Counterweight Private Wealth

Counterweight Private Wealth, located in Wilmington, NC, specializes in comprehensive wealth management services aimed at helping clients navigate critical financial decisions as they approach retirement. The firm focuses on aligning clients' financial goals with their core values, ensuring that all planning is cohesive and purposeful, thereby transforming wealth into a force for positive change.

With a team of experienced advisors, including Nick and Carroll, Counterweight Private Wealth prioritizes personalized service and proactive communication throughout the financial journey. Their deeply collaborative approach addresses various aspects of financial planning, including retirement income, tax strategies, and legacy estate planning, all while maintaining a commitment to serving clients' best interests as a Fee-Only Fiduciary.

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